See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,325 | $51,576-81.9% | $129,207-92.8% | $80,856-88.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.40% | 20.81%-5.4pp | 9417.33%-9401.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $619 | $1,584-60.9% | $4,153-85.1% | $2,755-77.5% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $265 | $4,305-93.8% | $7,715-96.6% | $6,918-96.2% |